CrowdStrike (NASDAQ:CRWD) Price Target Lowered to $472.00 at JPMorgan Chase & Co.

CrowdStrike (NASDAQ:CRWD) had its price target reduced by analysts at JPMorgan Chase & Co. from $582.00 to $472.00 in a research report issued on Wednesday,MarketScreener reports. The firm presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price objective points to a potential upside of 29.92% from the stock’s previous close.

Other analysts have also issued research reports about the company. HSBC boosted their price target on CrowdStrike from $417.00 to $446.00 and gave the company a “hold” rating in a report on Thursday, December 4th. Capital One Financial cut their price objective on CrowdStrike from $600.00 to $590.00 and set an “overweight” rating for the company in a research note on Wednesday, January 14th. The Goldman Sachs Group raised their target price on shares of CrowdStrike from $535.00 to $564.00 and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. Sanford C. Bernstein reiterated a “market perform” rating and issued a $353.00 price target on shares of CrowdStrike in a research report on Wednesday, December 3rd. Finally, Zacks Research cut shares of CrowdStrike from a “hold” rating to a “strong sell” rating in a research note on Monday, February 2nd. Thirty analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $534.17.

CrowdStrike Trading Up 3.7%

Shares of CRWD stock opened at $363.31 on Wednesday. The stock has a market capitalization of $91.59 billion, a P/E ratio of -288.34, a P/E/G ratio of 19.70 and a beta of 1.03. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. CrowdStrike has a 12-month low of $298.00 and a 12-month high of $566.90. The firm’s 50 day moving average is $442.81 and its 200 day moving average is $470.33.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Wednesday, December 3rd. The company reported $0.96 EPS for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The business had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.22 billion. During the same period in the prior year, the company earned $0.93 earnings per share. The firm’s revenue was up 21.8% on a year-over-year basis. Research analysts expect that CrowdStrike will post 0.55 earnings per share for the current year.

Insiders Place Their Bets

In other news, CEO George Kurtz sold 28,853 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $413.01, for a total transaction of $11,916,577.53. Following the completion of the transaction, the chief executive officer owned 2,054,902 shares in the company, valued at $848,695,075.02. This trade represents a 1.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, President Michael Sentonas sold 11,461 shares of the business’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the sale, the president directly owned 342,655 shares of the company’s stock, valued at $164,399,015.90. This represents a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 100,247 shares of company stock worth $45,722,274. 3.32% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in CRWD. Vanguard Group Inc. raised its holdings in shares of CrowdStrike by 1.4% in the 4th quarter. Vanguard Group Inc. now owns 24,216,545 shares of the company’s stock valued at $11,351,748,000 after purchasing an additional 340,047 shares in the last quarter. State Street Corp grew its stake in CrowdStrike by 2.2% in the fourth quarter. State Street Corp now owns 11,161,718 shares of the company’s stock valued at $5,232,167,000 after purchasing an additional 239,428 shares during the last quarter. Geode Capital Management LLC boosted its stake in CrowdStrike by 2.4% in the fourth quarter. Geode Capital Management LLC now owns 5,947,969 shares of the company’s stock valued at $2,777,227,000 after acquiring an additional 137,224 shares in the last quarter. Laurel Wealth Advisors LLC increased its position in shares of CrowdStrike by 54,635.9% during the second quarter. Laurel Wealth Advisors LLC now owns 4,293,484 shares of the company’s stock worth $2,186,714,000 after purchasing an additional 4,285,640 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its holdings in shares of CrowdStrike by 1.3% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,271,691 shares of the company’s stock valued at $2,002,398,000 after purchasing an additional 53,813 shares during the last quarter. 71.16% of the stock is currently owned by institutional investors.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Strategic partnership with VAST Data to build a unified security model for the AI lifecycle — strengthens CrowdStrike’s position in AI-era enterprise security by combining data governance with Falcon telemetry. VAST Data and CrowdStrike Partner
• Positive Sentiment: Splashtop announced integration with the Falcon platform to simplify endpoint deployments and visibility in Windows environments — operational partnerships can help adoption and reduce friction for customers. Splashtop Integration
• Positive Sentiment: Brokerage consensus remains constructive — CRWD still carries a “Moderate Buy” consensus from analysts, supporting the view some investors see further upside after the pullback. Consensus Rating
• Neutral Sentiment: Several independent bullish writeups (Seeking Alpha, TipRanks) argue the AI-driven selloff is overdone, noting CrowdStrike’s Falcon data flywheel, network effects and high switching costs — these are opinion pieces that support a buying case but don’t change fundamentals immediately. Seeking Alpha Upgrade
• Neutral Sentiment: TipRanks coverage highlights CrowdStrike widening its moat even as “Claude” (Anthropic) raises investor anxiety — useful context for longer‑term holders but mixed for short‑term price action. TipRanks Moat Piece
• Negative Sentiment: Oppenheimer cut its price target (from $580 to $500) and flagged a more cautious near‑term outlook — a visible analyst PT cut that can pressure sentiment. Oppenheimer Forecast
• Negative Sentiment: TD Cowen lowered its target (to $480 from $580) while maintaining a buy rating — another PT reduction that feeds the near‑term selloff narrative. TD Cowen Forecast
• Negative Sentiment: Market reaction to Anthropic’s Claude Code Security (and other AI tools) sparked an indiscriminate selloff in cybersecurity names; CrowdStrike was reported trading down after an analyst action — AI‑tool announcements are the proximate cause of the drop in sentiment. Anthropic Selloff
• Negative Sentiment: Stifel trimmed its price target to $480 and at least one report notes CRWD traded down ~9.8% after an analyst downgrade — analyst actions and downward PT revisions are amplifying intraday losses. Stifel PT Cut / Trading Down

About CrowdStrike

CrowdStrike Holdings, Inc (NASDAQ: CRWD) is a cybersecurity company founded in 2011 and headquartered in Sunnyvale, California. The firm was co-founded by George Kurtz and Dmitri Alperovitch and became a publicly traded company following its initial public offering in 2019. CrowdStrike positions itself as a provider of cloud-native security solutions designed to protect endpoints, cloud workloads, identities and data against sophisticated cyber threats.

The company’s core offering is the CrowdStrike Falcon platform, a modular, cloud-delivered security architecture that combines endpoint protection (EPP), endpoint detection and response (EDR), threat intelligence, and device control through lightweight agents and centralized telemetry.